A 529 Plan is a tax-advantaged savings plan to used for education expenses. 529 Plans are operated by state and educational institutions designed to incentivize saving for college and other post-secondary schooling.....

Roth IRA's are a tremendous asset. The ability to access tax-free funds in retirement is an incredibly valuable tool. So how can you use Roth IRA's to your advantage? Here are some things for you to think about!

Interest rates have increased nearly .75% since November 2017. This has many homeowners wondering if they'll ever refinance again, and many prospective homebuyers wondering how this will affect their purchasing power. Here are several thoughts for both groups of people.....

How you handle "windfalls" of money can largely determine your financial success. Here are a few ideas of way you can apply your tax refund.....

We're getting numerous questions about the impact of new tax laws on the benefits of owning a home. Below are some key provisions you'll want to understand....

We want to make sure you're aware of changes in key financial data for the 2018 tax year...
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Below you will find important dates for the upcoming tax season, along with other helpful info to assist you in prepping for your 2017 tax preparation.

​The tax reform freight train has been signed into law.....
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Loan amount limits for home loans are increasing effective January 1, 2018. However, we have investors who are allowing the limit increases to be effective immediately...
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​Relocating stinks. But one benefit of moving is getting rid of all that unnecessary clutter. And with our tips below, you can get paid by Uncle Sam with a lot less effort than trying to sell each individual item.....

A reverse mortgage (RM) is a type of loan for homeowners 62 years of age and older. RM’s allow owners to convert part of their equity into cash, without having to make a corresponding mortgage payment, like regular conventional loans require………

Here are some things you’ll want to know when selling your house.....​​

Below are nine tips we want to pass along to you after preparing tax returns for the past three months!

​As you’ve likely heard, the Federal Reserve has increased the fed funds rate twice since the Trump Administration took office, for a total increase of .5%. Those increases are on top of the previous .25% increase in December 2015. The Fed has also already indicated it’s likely there will be 3-4 more rate increases this year.....

​During tax season, we often see that people have used their 401k and IRA accounts for home down payments, or to help pay off debt. It’s important to understand the tax implications before making this game-changing move......... 

​Below you will find important dates for the upcoming tax season, along with other helpful info to assist you in preparing for your 2016 tax preparation.....

As we near the end of 2016, we wanted to make you aware of a few key changes to home loans and taxes.....
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For many, tax time can be an excruciating process of trying to round up scattered paperwork and compile long-lost figures. It doesn’t have to be that way.....

We’re often asked what home loan paperwork is necessary to keep on file for tax and general record-keeping purposes. So we’re sending this message to help you sort through that paperwork.....

While sometimes mandated by a lender depending on the type of loan, impound accounts (sometimes called “escrow accounts”) are an elective account that serve as a placeholder for property tax and insurance bill payments. Below are some pros and cons to these accounts.....

We’re often asked about the affect Refinancing can have on Property Taxes and Income Taxes.....
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